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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
3201
Aletheian Wealth Advisors
Washington
$312K +$51K +436 +22%
LGW
3202
Leslie Global Wealth
Illinois
$312K +$1.99K +17 +0.7%
SSWM
3203
Strait & Sound Wealth Management
California
$311K – – –
WIA
3204
Wealthedge Investment Advisors
New York
$311K – – –
LWA
3205
Lantern Wealth Advisors
New York
$310K +$117 +1 +0%
RCA
3206
Ranch Capital Advisors
Florida
$310K – – –
OPOWM
3207
One Plus One Wealth Management
Florida
$310K -$10.2K -87 -3%
ACM
3208
Alessandra Capital Management
California
$310K – – –
BRG
3209
Bay Rivers Group
Virginia
$309K +$47.2K +403 +20%
SPI
3210
Santori & Peters Inc
Pennsylvania
$309K +$2.69K +23 +1%
SWA
3211
ShankerValleau Wealth Advisors
Illinois
$309K – – –
PWA
3212
Pitcairn Wealth Advisors
Pennsylvania
$308K +$281K +2,397 New
Cohen & Steers
3213
Cohen & Steers
New York
$308K – – –
RA
3214
Riverstone Advisors
Texas
$308K +$18.1K +155 +7%
PCM
3215
Pointe Capital Management
Michigan
$307K -$5.27K -45 -2%
TPF
3216
Tribridge Partners Financial
Maryland
$306K – – –
HPC
3217
Hobart Private Capital
North Carolina
$306K +$18.6K +159 +7%
NFG
3218
Northbridge Financial Group
Florida
$305K +$3.51K +30 +1%
CPWL
3219
Coquina Private Wealth LLC
Florida
$305K -$4.57K -39 -2%
CCM
3220
Charter Capital Management
Wisconsin
$305K -$234 -2 -0.1%
EFA
3221
Englebert Financial Advisers
Pennsylvania
$305K -$58.1K -496 -17%
ESC
3222
Eurizon SLJ Capital
$304K – – –
CCM
3223
Chickasaw Capital Management
Tennessee
$304K – – –
SWM
3224
Sterling Wealth Management
Illinois
$304K -$7.26K -62 -3%
NFTC
3225
North Forty Two & Co
Oregon
$304K – – –